See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,132 | $74,927-78.5% | $101,794-84.2% | $84,808-81.0% |
| Participation rate | 60.6% | 61.4%-0.8pp | 69.2%-8.6pp | 68.3%-7.7pp |
| Annual return | 12.63% | 18.70%-6.1pp | 30.53%-17.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $716 | $1,522-52.9% | $2,289-68.7% | $2,631-72.8% |
| Participant deferral / active EE | $1,454 | $3,099-53.1% | $4,084-64.4% | $4,212-65.5% |
| Admin fee / account holder | $1,759 | $6,514-73.0% | $8,777-80.0% | $7,344-76.0% |